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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,613 | $84,236-81.5% | $170,435-90.8% | $70,126-77.7% |
| Participation rate | 66.7% | 70.8%-4.2pp | 83.6%-16.9pp | 69.5%-2.9pp |
| Annual return | 19.24% | 23.06%-3.8pp | 205.94%-186.7pp | 73.15%-53.9pp |
| Employer contribution / active EE | $1,421 | $3,387-58.0% | $5,432-73.8% | $2,343-39.3% |
| Participant deferral / active EE | $2,138 | $3,086-30.7% | $4,939-56.7% | $3,332-35.8% |
| Admin fee / account holder | $528 | $5,698-90.7% | $13,881-96.2% | $4,645-88.6% |